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Essex Property Trust
ESS

Overview Fund Activity

519 hedge funds and large institutions have $12.9B invested in Essex Property Trust in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 171 increasing their positions, 210 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
-6
Holders Change %
-1.14%
% of All Funds
8.27%
Holding in Top 10
1
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-85.71%
% of All Funds
0.02%
New
48
Increased
171
Reduced
210
Closed
50
Calls
$25.7M
Puts
$14.7M
Net Calls
+$11.1M
Net Calls Change
-$3.95M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$110M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$323M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$45.4M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$44.3M
5
Cohen & Steers
Cohen & Steers
New York
$497M

Top Sellers

1
State Street
State Street
Massachusetts
$1.25B
2
RIM
Rush Island Management
New York
$0
3
PI
PGGM Investments
Netherlands
$76.8M
4
WCP
Waterfront Capital Partners
New York
$0
5
LIMS
Lasalle Investment Management Securities
Maryland
$62.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
426
Clearstead Advisors
Ohio
$91K +$73K +344 +405%
FFA
427
Farther Finance Advisors
California
$85.5K +$19.7K +93 +30%
SIM
428
Sentry Investment Management
Wisconsin
$79K -$10.8K -51 -12%
Bessemer Group
429
Bessemer Group
New Jersey
$75K +$3.59K +17 +5%
CFFP
430
Center for Financial Planning
Michigan
$74.2K – – –
GWS
431
Glassman Wealth Services
Virginia
$67.2K – – –
Bank Julius Baer & Co
432
Bank Julius Baer & Co
Switzerland
$65K +$2.12K +10 +3%
AA
433
Alta Advisers
United Kingdom
$63.6K – – –
DIP
434
DT Investment Partners
Pennsylvania
$63K – – –
CT
435
Clearstead Trust
Maine
$63K – – –
CTC
436
Central Trust Company
Missouri
$62.6K – – –
CSPIA
437
Cary Street Partners Investment Advisory
Virginia
$62.1K – – –
WTC
438
WhitTier Trust Company
Nevada
$47.1K – – –
HNB
439
Huntington National Bank
Ohio
$45.2K -$1.49K -7 -3%
RL
440
Rogco LP
Oklahoma
$44.1K +$44.1K +208 New
PO
441
Private Ocean
California
$43.9K – – –
LS
442
Livforsakringsbolaget Skandia
Sweden
$42.8K – – –
AWM
443
Avior Wealth Management
Nebraska
$40.7K -$2.97K -14 -7%
HPC
444
HM Payson & Co
Maine
$38.2K – – –
FDCDDQ
445
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.7K -$25.5K -120 -41%
PA
446
PSI Advisors
Florida
$33.6K -$1.27K -6 -4%
CAL
447
Capital Advisors Ltd
Ohio
$32K – – –
PCFFS
448
Pacific Center for Financial Services
California
$30.8K +$212 +1 +0.7%
CAL
449
Capital Analysts LLC
Pennsylvania
$26K – – –
FIA
450
FNY Investment Advisers
New York
$25K – – –
16 17
18
19 20